Investor Letters
Wondering what the smart money is up to? These hedge fund investor letters will point you in the right direction. We’ve got investor letters from leading and emerging managers around the globe, so you’ll always be up to date on what the smart money is doing. Some of the top hedge managers whose investor letters we cover include big name funds such as Dan Loeb, David Einhorn, “The Big Short” Greg Lippmann, Jeffrey Ubben’s ValueAct Capital, Marc Azer’s Two Sigma; as well as top emerging managers such as Alluvial Fund, Grey Owl Capital, Arquitos Capital, L1 Capital, Khrom Capital, Black Bear Value Fund, Kernow Asset Management, Gator Capital.
NOTE: We are not affiliated with nor do we endorse any funds listed. Stay on top of the latest in hedge fund commentary below. If you would like to see your fund covered please email us at info(@)hedgefundalpha.com. All inquires are confidential. We do not charge any money to cover funds nor do we accept compensation to be listed. We only cover those funds who we think are interesting or enhance the data (although we do not endorse any fund or investing they do). All emails are confidential and your investors will not know you sent us your letter. While we prefer prominent fund managers and top emerging fund managers we will accept other genres. However, your vehicle must be legally registered with FINRA (and if applicable the SEC) or your local equivalent (like the FCA in the UK_ to be considered. Also see our hedge fund database tool here.
Black Bear Value Fund December 2019 Commentary
Howard Marks January 2020 Memo: You Bet!
Logos LP 4Q19 Commentary: Investing In The Age Of Intangibles
Charles Munger: Q4 2019 Top 10 Holdings
Chilton Capital Management’s REIT Hedge Fund Adds 31% In 2019
This hedge fund expects tech stocks to soar as labor shortage hits corporate America
Global Return Asset Management December 2019 Commentary
Vltava Fund 4Q19 Commentary: Price And Value (A User’s Manual)
Key Takeaways From The Latest Hedge Fund Side Letter Trends
Carlson Seeks Value In Japan As Hedge Fund Struggles In 2019; Looks To Hire In US & Abroad
Blue Mountain hit on distressed and special situations
Howard Marks: Q3 2019 Top 10 Holdings
Estimating Future Stock Returns, September 2019 Update
This debt fund highlighted the gap between the “haves” and “have-nots”
Q3 2019 Hedge Fund Letters, Conferences: RobinHood, Sohn, Einhorn, LonePine, Canyon, Dan Loeb, GreenHaven, Maverick, Moore And Much More [Last Updated 12/18 22:12]
Global Return Asset Up 40% YTD On -54% Net Exposure: This American Icon Had Success Hiring Rejects 50 Years Ago
Black Bear Value Fund November 2019 Update
ADW Capital: Up 7.4% YTD, Concentrated Bet On this small cap

